Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
$347K Sell
2019
Q3
$338K Hold
2019
Q2
$301K Sell
2019
Q1
$352K Sell
2018
Q4
$356K Buy
2018
Q3
$392K Buy
2018
Q2
$338K Hold
2018
Q1
$297K Hold
2017
Q4
$300K Hold
2017
Q3
$267K Hold
2017
Q2
$249K Hold
2017
Q1
$257K Hold
2016
Q4
$274K Hold
2016
Q3
$242K Hold
2016
Q2
$251K Hold
2016
Q1
$231K Hold
2015
Q4
$203K Buy
2014
Q1
Sell
2013
Q4
$1.09M Sell
2013
Q3
$1.17M Sell
2013
Q2
$1.29M Buy